The College Of Wooster Defined Contribution Plan
Sponsored by The College Of Wooster · EIN 340714654 · Plan #001
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 568
- With balances
- 1,566
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Adv. Services Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $53,259 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $19,057 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $8,500 |